ONDO: Will the $840M token unlock trigger a supply shock?

ambcryptoОпубліковано о 2026-01-06Востаннє оновлено о 2026-01-06

Анотація

ONDO Finance is facing a significant token unlock event on January 18th, with 1.9 billion ONDO tokens (worth approximately $840 million) set to be released. This represents over 57% of the circulating supply and poses a major test for the token's market stability. The tokens will be distributed to founders, team members, private investors, and community pools. Unlocks involving team members and early investors often create higher sell pressure, as these groups may look to realize gains. Despite a rise in Open Interest to $77 million and positive funding rates indicating a cautiously long market sentiment, the large unlock could amplify price movements in either direction. If spot demand is insufficient to absorb the new supply, it could trigger rapid selling and increased volatility. Additionally, ONDO’s unlock is part of a broader January supply event, with over $5.5 billion in tokens scheduled to enter circulation across various cryptocurrencies, including Bitget (BGB) and Hyperliquid (HYPE). The market's ability to handle this influx of supply will soon be tested.

Ondo Finance [ONDO] is heading into a big month, with 1.9 billion tokens scheduled to unlock. Token releases don’t move prices alone, but they still check the overall market mood.

For ONDO, it’s about who owns the tokens, how they acted before, and if buying demand can handle the supply that’s coming.

A supply shock is arriving!

On the 18th of January, roughly 1.9 billion ONDO tokens (worth over $840 million at current prices) are set to unlock, according to Tokenomist data.

This accounts for over 57% of the released supply, making it a big test for the market.

Source: The Tokenomist

The tokens will be allocated to founders, team members, community pools, and private investors, groups that often operate with very different incentives.

Team-heavy unlocks tend to create more sell pressure than ecosystem-focused releases. This is because early holders look to realize gains.

The focus will be on how much of this supply the market can realistically absorb.

Derivatives lean long, but cautiously

At press time, ONDO’s Open Interest (OI) has gone up to $77 million, so positioning has built up ahead of the unlock. At the same time, Funding Rates were positive.

Therefore, traders were leaning long without aggressive leverage.

Source: Coinalyze

High OI into a major unlock can amplify moves in any direction. If spot demand holds, long positions may stay. But if selling pressure picks up, crowded trades can unwind quickly.

Beyond ONDO…

ONDO’s unlock is part of a much larger January supply event.

More than $5.5 billion in tokens are set to enter circulation this month, with ONDO, Bitget [BGB], Hyperliquid [HYPE], and Official Trump [TRUMP] making up the largest releases.

Around $2.5 billion will arrive through cliff unlocks, hitting the market all at once, while another $3 billion will be released gradually.

After ONDO, BGB will unlock nearly $500 million in tokens later this month, mostly for team and promotions. HYPE has a smaller but closer release, with tokens worth $327 million.

How much new supply can the market absorb at once? We’ll find out soon enough!

Final Thoughts

ONDO faces a test as $840 million worth of tokens hit the market on the 18th.
Price direction now depends on whether real demand can absorb a 57% supply unlock without panic selling.

Пов'язані питання

QWhat is the total value and number of ONDO tokens set to unlock on January 18th?

A1.9 billion ONDO tokens, worth over $840 million at current prices, are scheduled to unlock on January 18th.

QWhich groups will receive the unlocked ONDO tokens?

AThe unlocked tokens will be allocated to founders, team members, community pools, and private investors.

QWhat percentage of ONDO's released supply does this unlock represent?

AThis unlock accounts for over 57% of ONDO's released supply.

QWhat was ONDO's Open Interest (OI) and Funding Rate status ahead of the unlock?

AAt press time, ONDO's Open Interest was $77 million with positive Funding Rates, indicating traders were leaning long without aggressive leverage.

QWhich other major tokens have significant unlocks scheduled for January besides ONDO?

ABesides ONDO, Bitget [BGB] will unlock nearly $500 million, Hyperliquid [HYPE] will unlock $327 million, and Official Trump [TRUMP] is also among the largest January releases.

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